Alpha Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Alpha Financial Partners, LLC
- $140 Billion
- Q3 2024
A detailed history of Alpha Financial Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 4,358 shares of SCHB stock, worth $101,236. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,358Holding current value
$101,236% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio